Zoho One CRM & Project -- 2
Budget: $15 – $25 USD
I am a CPA with many clients who require a wide range of services, but not always at the same time. For example, I may have a client that has weekly payroll and another who has bi-weekly payroll. I may have clients that do not file corporate tax returns and others who. There is multiple tax form 1040, 1065, 1120, 1120-S etc.
I need a way to control and have a dashboard tell me what is complete or pending etc., to get a view of the status of that client. I also need similar too the one dashboard above, except inverted. Instead of a view of all task, the second dashboard would e setup where I would I would select a tax, and se how may jobs we have not started, in progress, complete.
I need a way to control and have a dashboard tell me what is complete or pending etc., to get a view of the status of that client. I also need similar too the one dashboard above, except inverted. Instead of a view of all task, the second dashboard would e setup where I would I would select a tax, and se how may jobs we have not started, in progress, complete.